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With the Pipefy Importer App, you can import information from an Excel file (XLSX) to pipes and databases with greater agility. Therefore, it is necessary to perform some previous configurations to ensure that all records will be imported correctly.
There are specific types of cells in XLSX documents that can be transformed into new cards or database records, as you prefer.
🔔 Attention: Your document must not contain merged cells or columns, nor filters applied in cells or columns to work correctly.
Check which information formats are necessary for each type of field:
Assignee
Text with the user's username, email (lower case only), or ID.
If you'd like to add multiple values to a field, use a comma to separate them.
For example: John Doe, mary-pipefy, 127765, [email protected].
Attachment
Not supported.
Vertical/Horizontal Checklist
Text with the option of the field. Each option must be separated by commas.
CPF
Eleven numbers following the pattern: 000.000.000-00.
CNPJ
Fourteen numbers following the pattern: 000.000.00/0000-00.
Date
The cell should be formatted as a date (DD/MM/YYYY or MM/DD/YYYY depending on the language in your Pipefy settings)
Date Time and Due Date
The cell should be formatted as a datetime.
Currency
The cell should be formatted as currency.
Label
Text with the label's name or ID. If you want to add more than one label, separate them using commas. Ex. "Bug, Story".
Text in a valid email format ([email protected], lower case only).
Number
Numbers with no formatting.
Short/Long Text
Text with no format.
Vertical/Horizontal Radio
Text with the option of the field.
Phone number
When adding phone numbers, insert the country code (you don't need to put "+" in front of the number). For example: 12025550145
Dynamic content
Not supported.
Dropdown Select
Text with the option of the field.
Time
The cell should be formatted as time with the format 00:00:00 PM.
ID
Not supported.
Connection Field
ID of the Card or Table record. The importer app supports one connected card/record per connection field.
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